Daniel Dolcini (CRD# 1238993) is an Investment Advisor Representative working at Dolcini Capital Management in Cherry Hill, NJ and has over 40 years of experience in the finance industry.
CRD# 2232297
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3017990
Lincoln Investment
CRD# 1034308
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bma Advisors, LLC | La Quinta, CA | Mar 2023 - Current | 1 |
| Dolcini Capital Management | Bala Cynwyd, PA | Dec 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NJ, PA
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